Tag: Mutual Funds

The highest trading day of 2016 was November 9—the day immediately following the election—when balances traded were at 0.10%.

Community Bank Systems to Acquire Northeast Retirement Services; IFM Names Development Director; PGIM Names Head of Research for Institutional Advisory...

LGIMA launches Scientific Beta funds for retirement plans; MFS launches 2060 TDF; and more.

Charles Schwab Updates CTF Prices; Northern Trust Asset Management Strengthens Liquidity Solutions Team.

Net outflows among active funds were driven by redemptions in large capitalization strategies, Strategic Insight data shows.

First Eagle’s Retirement Investment Solutions Group Takes Off; Wagner Law Group Adds Partner; and more.

Some experts say taking the 12b-1 approach can result in lower net fees, while others call for an end to...

A convergence of factors is expected to lead asset managers to innovate products and services.

Fidelity recommends that individuals regularly monitor their mix of stocks, bonds and cash in their 401(k), but not make changes...

Prudential reduces fees on mutual funds; Beaumont Capital Management releases smart beta series; and Ivy launches NextShares exchange-traded managed funds.

Forty-five percent of households headed by Millennials held their funds only through employer-sponsored retirement plans, according to the Investment Company...

In addition, the approaching deadline for money market funds to comply with new regulations caused an even greater bifurcation among...

Stronger liquidity rules for mutual funds and permitting ‘swing pricing’ could help long-term retirement investors.

Jackson Square Partners offers mutual funds for institutional investors, Russell and Envestnet partner on new QDIA offering, and more.

Government money market funds saw net deposits in August while prime money market funds experienced net redemptions, Strategic Insight data...

Just like presidential politics, often in finance what things feel like matters just as much as how they are actually...

Institutional asset owners are increasingly skeptical of revenue sharing and are relentlessly pursuing lower fees within defined contribution plan investment...

Schwab Reveals 8-bps Passive TDF With No Minimum; MetLife Stable Value Solutions Fund Added to Modelxchange.

Institutional investors, including employer-sponsored retirement plans, are generating significant demand for inexpensive and transparent investment vehicles. 

Passive funds led demand with $61 billion of net commitments, while actively managed mutual funds experienced $25 billion of net...